Charlie Pears

Retirement Client Advocate

Charlie joins Abbey Street as a Retirement Client Advocate, supporting the Retirement team by delivering service and support to clients navigating their retirement plans. He helps ensure plan participants and sponsors have the guidance and resources they need, contributing to account administration, plan reviews, and the day-to-day work that keeps clients on track towards their retirement goals.

Charlie graduated from Indiana University, where he earned a BS in Business, majoring in Finance and Business Analytics. His academic background provides a strong analytical foundation for helping clients navigate important financial decisions and supporting the retirement planning process.

As a Minnetonka native who still calls it home today, he enjoys spending time with his family, especially his two new nieces. Outside of work, Charlie enjoys playing golf, watching soccer, staying active, traveling, and spending time around the lake.

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